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Advisory Sales Associate

Fi401k Advisors, LLC

in Greenwood Village CO

Company Overview

Fi401k Advisors is a fast-growing SEC-Registered Investment Adviser (RIA) dedicated to assisting employer-plan sponsors and third-party financial advisors with managing investments in 401(k) retirement plans.  We provide outsourced Fiduciary Adviser solutions to help insulate retirement plan fiduciaries from potential liability under the Employee Retirement Income Security Act (ERISA).  Named “Top 100 Retirement Plan Adviser” by Plan Adviser magazine 2 out of past 3 years.

Position Summary

This position is responsible for driving 401(k) plan engagements among the clients of our preferred provider partners, by collaboratively working with partner sales representatives and “local” financial advisors. 

Key Responsibilities

  • Demonstrate persistence to achieve monthly / quarterly sales targets, by undertaking consistent online marketing initiatives coupled with traditional telemarketing activities.
  • Developing sales strategies, techniques, and tactics based on customer / partner feedback and the evolving market and regulatory environments.
  • Coordinate and manage marketing campaigns designed to increase product awareness and drive requests for proposals.
  • Actively engage partners’ field sales representatives to identify new / existing clients interested in converting / improving their 401(k) plan.
  • Consistently responding to inbound partner referrals to prepare and present comparison proposals.

Primary Activities

  • Initiate and manage a high volume of phone-based contacts, each week, to existing partners’ clients.
  • Maintain consistent levels of 401(k) plan leads to attain monthly sales targets and quarterly sales quotas.
  • Assist partner sales representatives with investment comparisons / proposals to close plan engagements.
  • Deliver high-quality, responsive sales support to all requests for information / proposals.
  • Provide weekly activity reporting, detailing the number of prospecting and follow-up calls, proposals delivered and closes made.

Job Qualifications

  • Minimum 2 years 401(k) internal wholesaling / direct sales experience.
  • Bachelor’s degree or equivalent business experience.
  • Excellent verbal and written presentation skills.
  • Demonstrated problem solving and creative thinking.
  • Proficient in use of Microsoft Office applications.


Fi401k Advisors offers a competitive compensation package, including base salary, quarterly commissions and bi-annual bonuses, as well as company-paid employee health insurance coverage and a 401(k) Plan with company matching.

How to Apply

Interested parties should submit resume to  Please do not call, as we will contact you.

Visit our web site.

This ad has been viewed 723 times. It expires on 6/17/2018.

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